Private Wealth Asset Management’s Merck MRK Stock Holding History

Private Wealth Asset Management’s Portfolio MRK Stock Details MRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83M	Buy	22,055 +2,581	+13%	+$302K	0.27%	65
2026 Q1	$2.34M	Buy	19,474 +1,984	+11%	+$229K	0.25%	66
2025 Q4	$1.84M	Sell	17,490 -66	-0.4%	-$6.2K	0.2%	77
2025 Q3	$1.47M	Sell	17,556 -1,105	-6%	-$91K	0.17%	87
2025 Q2	$1.48M	Buy	18,661 +1,306	+8%	+$104K	0.2%	82
2025 Q1	$1.56M	Buy	+17,355	New	+$1.62M	0.22%	77

Other funds holding MRK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Asset Management's MRK Position: Q2 2026 in Review

Private Wealth Asset Management increased its Merck (MRK) stake by 13% in Q2 2026, buying an estimated $302K and bringing the position to 22,055 shares worth $2.83M. The position accounts for 0.27% of the portfolio, ranked #65.

Private Wealth Asset Management first reported a position in MRK in Q1 2025 and has held it in 6 quarters since. 3,852 funds tracked by Wall St. Rank hold MRK as of Q2 2026.

Private Wealth Asset Management held 22,055 shares of Merck worth $2.83M as of Q2 2026.
Private Wealth Asset Management bought 2,581 Merck shares in Q2 2026, an estimated $302K.
Merck made up 0.27% of Private Wealth Asset Management's portfolio in Q2 2026, its #65 holding.
Private Wealth Asset Management first reported a position in Merck in Q1 2025 and has held it in 6 quarters since.
3,852 funds tracked by Wall St. Rank held Merck as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.